Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,698 | $160,070-27.7% | $147,117-21.4% | $145,897-20.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.84% | 98.69%-88.8pp | 420.54%-410.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $2,977 | $5,285-43.7% | $4,932-39.6% | $4,663-36.2% |
| Participant deferral / active EE | $2,991 | $8,419-64.5% | $8,065-62.9% | $6,689-55.3% |
| Admin fee / account holder | $32,627 | $15,035+117.0% | $12,993+151.1% | $13,390+143.7% |